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CNBC
Oct 15, 2012 12:00pm EDT
, especially given the new round of monetary easing by the fed and thee cb. that's a very favorable environment for stocks. >> is there a disconnect inside your firm as to where you see the market going? you sound increasingly bullish whereas your firm, and presumably the top strategist there, has one of the lower price targets for the s&p year-to-date. he's more bearish than you? >> the equity strategists are a little more cautious. they're worried about what you were just talking about, the fiscal cliff, although they're getting increasingly attracted to -- they haven't pulled the trigger yet on the cyclicals. it's no the that we're expecting the economy to do a whole lot better. it's more in the absence of a negative. people getting very nervous about the u.s. numbers which are very weak, as you know, until about a month ago. now you have seen better than expected retail sales, a better than expected employment report, better than expected auto sales. choo china just had trade data that said the month before, which was very weak, was an outlier, and the export situation looks bet
CNBC
Oct 9, 2012 9:00am EDT
netflix? >> netflix is a help to all the content help. cbs could make its quarter, not that they would do this, but just jamming stuff to netflix under their programming deal. you have to buy this, you have to buy that. great deals they have signed for cbs with netflix. >> most content providers say at the end of the day they are diagnostic, but when i was talking to michael burns, they have a great partnership with netflix but he did say a better deal came along -- they don't have a loyalty there. there's no loyalty to netflix. it's a delivery system. >> it voted to keep ramping up its streaming subscribers and if one falls then they are in divulge. >> are they going up every year? >> i believe so, yes. >> so people gave away things to netflix initially and now they found out -- >> they can charge more for it but netflix needs to add more programming to make the services as robust to against the likes of amazon, which is it is doing more effectively with more stuff there than you want. >> i went to the premier held by netflix and that was the one episode i saw, even though i hav
Search Results 0 to 1 of about 2